| USA Financial Portformulas Corp | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1 | $0 | 0.00% | +1 | New |
| Archer Investment Corp | 16 | $974 | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 22 | $1.00K | 0.00% | −98−81.7% | Reduced |
| Jones Financial Companies LLLP | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Filbrandt Wealth Management, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Global Financial Private Client, LLC | 32 | $1.94K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Certified Advisory Corp | 30 | $2.00K | 0.00% | +30 | New |
| Evolution Wealth Advisors, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 62 | $4.00K | 0.00% | −45−42.1% | Reduced |
| Versant Capital Management, Inc | 65 | $4.00K | 0.00% | −30−31.6% | Reduced |
| Ogorek Anthony Joseph | 77 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 67 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 76 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 90 | $5.48K | 0.00% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 108 | $6.00K | 0.00% | +108 | New |
| Optiver Holding B.V. | 96 | $6.00K | 0.00% | +96 | New |
| Red Tortoise LLC | 99 | $6.00K | 0.00% | +99 | New |
| Pinnacle Bancorp, Inc. | 121 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 120 | $7.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 122 | $7.00K | 0.00% | +122 | New |
| Patriot Financial Group Insurance Agency, LLC | 125 | $8.00K | 0.00% | +104+495.2% | Added |
| Cutler Group LP | 160 | $9.00K | 0.00% | +160 | New |
| Evoke Wealth, LLC | 188 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 177 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 186 | $11.0K | 0.00% | +186 | New |
| Meridian Wealth Partners, LLC | 195 | $12.0K | 0.00% | −3,385−94.6% | Reduced |
| HBC Financial Services, PLLC | 200 | $12.0K | 0.01% | −336−62.7% | Reduced |
| Eukles Asset Management | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 205 | $12.0K | 0.00% | +157+327.1% | Added |
| Financial Perspectives, Inc | 209 | $12.7K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 209 | $12.7K | 0.00% | +15+7.7% | Added |
| Crescent Capital Consulting, LLC | 216 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 211 | $13.0K | 0.00% | +35+19.9% | Added |
| Fieldpoint Private Securities, LLC | 216 | $13.0K | 0.00% | +87+67.4% | Added |
| Loomis Sayles & Co L P | 207 | $13.0K | 0.00% | +207 | New |
| Consolidated Planning Corp | 210 | $13.0K | 0.01% | +210 | New |
| Sound Income Strategies, LLC | 234 | $14.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 240 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 254 | $15.0K | 0.01% | +18+7.6% | Added |
| Financial Management Professionals, Inc. | 257 | $16.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 277 | $17.0K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 299 | $18.0K | 0.00% | +3+1.0% | Added |
| TCI Wealth Advisors, Inc. | 296 | $18.0K | 0.00% | +84+39.6% | Added |
| South State Corp. | 296 | $18.0K | 0.00% | +296 | New |
| TD Ameritrade Investment Management, LLC | 322 | $18.0K | 0.00% | +322 | New |
| Baldwin Brothers Inc | 314 | $19.0K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 314 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 314 | $19.0K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,000 | $19.0K | 0.00% | +1,000 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 320 | $19.5K | 0.02% | 00.0% | Unchanged |
| First Command Bank | 339 | $20.0K | 0.00% | −20−5.6% | Reduced |
| First Command Financial Services, Inc. | 339 | $20.0K | 0.00% | −20−5.6% | Reduced |
| NuWave Investment Management, LLC | 348 | $21.0K | 0.02% | −2,599−88.2% | Reduced |
| Clearstead Advisors, LLC | 349 | $21.0K | 0.00% | +79+29.3% | Added |
| Kowal Investment Group, LLC | 360 | $22.0K | 0.01% | +360 | New |
| Lindbrook Capital, LLC | 380 | $23.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 370 | $23.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 400 | $24.0K | 0.01% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 400 | $24.0K | 0.02% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 391 | $24.0K | 0.00% | +1+0.3% | Added |
| Costello Asset Management, INC | 388 | $24.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 403 | $25.0K | 0.02% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 406 | $25.0K | 0.00% | +58+16.7% | Added |
| Gemmer Asset Management LLC | 432 | $26.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 426 | $26.0K | 0.00% | +2+0.5% | Added |
| SOA Wealth Advisors, LLC. | 430 | $26.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 450 | $27.0K | 0.00% | −300−40.0% | Reduced |
| Highlander Capital Management, LLC | 438 | $27.0K | 0.01% | +120+37.7% | Added |
| Sterling Investment Advisors, Ltd. | 447 | $27.0K | 0.01% | +147+49.0% | Added |
| Tarbox Family Office, Inc. | 482 | $29.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 483 | $29.0K | 0.00% | +22+4.8% | Added |
| Covington Capital Management | 495 | $30.0K | 0.00% | +45+10.0% | Added |
| Tower View Investment Management & Research LLC | 500 | $30.0K | 0.02% | +500 | New |
| Total Clarity Wealth Management, Inc. | 500 | $30.0K | 0.01% | +500 | New |
| Riggs Asset Managment Co. Inc. | 524 | $32.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 560 | $34.0K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 564 | $34.3K | 0.00% | +564 | New |
| Aspire Private Capital, LLC | 569 | $35.0K | 0.01% | −85−13.0% | Reduced |
| AGF Investments LLC | 585 | $36.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 603 | $37.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 600 | $37.0K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 606 | $37.0K | 0.00% | +25+4.3% | Added |
| Selective Wealth Management, Inc. | 600 | $37.0K | 0.02% | +400+200.0% | Added |
| Beacon Capital Management, Inc. | 607 | $37.0K | 0.00% | +607 | New |